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SVB Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

SVB Wealth’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,422
Closed -$209K – 1575
2024
Q4 		$209K Buy
+4,422
New +$216K ﹤0.01% 670
2024
Q3 		– Sell
-5,329
Closed -$260K – 211
2024
Q2 		$260K Buy
+5,329
New +$269K 0.01% 602
2024
Q1 		– Sell
-9,194
Closed -$436K – 876
2023
Q4 		$436K Sell
9,194
-510
-5% -$22.4K 0.01% 519
2023
Q3 		$410K Sell
9,704
-2,225
-19% -$99.7K 0.01% 511
2023
Q2 		$547K Buy
+11,929
New +$543K 0.01% 463
2021
Q4 		– Sell
-6,244
Closed -$300K – 862
2021
Q3 		$300K Sell
6,244
-663
-10% -$33.1K ﹤0.01% 786
2021
Q2 		$341K Hold
6,907
– – ﹤0.01% 705
2021
Q1 		$321K Hold
6,907
– – ﹤0.01% 660
2020
Q4 		$304K Sell
6,907
-1,447
-17% -$59.7K ﹤0.01% 619
2020
Q3 		$317K Sell
8,354
-864
-9% -$33.5K 0.01% 506
2020
Q2 		$336K Sell
9,218
-1,711
-16% -$57.2K 0.01% 437
2020
Q1 		$333K Sell
10,929
-15,283
-58% -$578K 0.01% 379
2019
Q4 		$1.1M Buy
+26,212
New +$1.06M 0.02% 289

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

SVB Wealth's EZU Position: Q1 2025 in Review

SVB Wealth sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2025, closing a stake of 4,422 shares — an estimated $209K sold.

SVB Wealth first reported a position in EZU in Q4 2019 and held it in 13 quarters. The position peaked at $1.1M in Q4 2019. 284 funds tracked by Wall St. Rank hold EZU as of Q1 2025.

  • SVB Wealth reported no remaining iShare MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 4,422 iShare MSCI Eurozone ETF shares in Q1 2025, an estimated $209K.
  • SVB Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2019 and held it in 13 quarters.
  • SVB Wealth's iShare MSCI Eurozone ETF position peaked at $1.1M in Q4 2019.
  • 284 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.